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Kayla Culver
Head of Risk & Controls for Schwab Advisor Services discussing regulatory and compliance considerations for advisors and alternative assets.
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Nov 6, 2025
• 39min
Schwab Agrees to Buy Private Share Platform for $660 Million
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Rick Wurster, President & CEO of Charles Schwab, discusses Schwab's strategic acquisition of Forge Global, aimed at enhancing client access to private markets. Kevin Gordon analyzes the implications of a potential US government shutdown on labor markets and investor sentiment. Kayla Culver emphasizes the importance of regulatory compliance for advisors in an evolving landscape. Mike Townsend explores how Washington politics influence market dynamics and the need for investors to differentiate between emotional responses and factual risks.
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